"We offer a trusted, caring partner to guide you in making wise financial decisions for today and tomorrow."

Lori Watt, Founder and President

What are you looking for in a financial partner?

  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee
  • Financial Advisor Milwaukee

Why consider Investors Advisory Group?

At Investors Advisory Group (IAG), we are invested in client relationships that go beyond the numbers. We’re more like family. We have served as trusted financial advisors to professionals, multi-generational families, retirees, and business owners for 30 years with a holistic wealth management process that helps provide clear vision and a path towards long-term goal achievement. Please explore our website and discover how IAG strives to make an enduring difference in our clients’ lives by sharing our knowledge, experience, integrity, and spiritual commitment.

Check the background of this firm on FINRA's BrokerCheck.

“The world of financial planning is far too complex to not have a financial advisor on your team. Our team's goal is to help you achieve your goals.”

Susan Kuhlenbeck, VP, Co-Owner

The AdvisoryHQ Top Rated Financial Advisory Firm award is based on a wide range of filters including total assets under management (AUM), firm size/quality, the amount of revenue generated by an advisory firm, fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.

What's New


2018-03-21 10:16:36

Sometimes the experts are wrong.

Theoretically the NCAA basketball tournament committee selects the best college basketball teams in the country and seeds them based on their accomplishments over the course of their season.

But theory hits reality once the tournament starts. Just because a team had a great season does not guarantee it will have a great game when it is needed most in a single elimination tournament. Past performance does not guarantee future results.


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Blue Harp

2018-03-14 09:58:49

This coming Saturday, March 17, will be a day of celebration for Americans that trace their roots back to Ireland. More than likely some Irish imposters who wish they could trace their roots back to Ireland will also participate in the festivities as well.

But most revelers aren’t celebrating what they think they are and would likely fail an Irish background test.


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Investors Advisory Group, LLC  BBB Business Review

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